City Head - CBG
Date: Jul 2, 2025
Location: Kochi, KL, IN
Company: maxlifeins
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Key Responsibility Areas: |
- Relationship Management with the CBG Circle Head, CSM ,Centre Heads, SRMs & RMs. Drive the sales through SME Segment .
- Overseeing complete CBG business operations for City/State, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment.
Responsible for assigning the targets and organizing joint monthly PRP with the DRs. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined circle(s) and building a progressive partnership with the bank - Periodic and Daily updates in alignment with CBG Team, ensuring meet business Plan, drive the relationship managers, ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis.
- Driving the People agenda by leading the team and ensuring higher engagement of the key talents of the City/State, ensuring minimum compliance issues and retain talents.
- Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel
Business Insurance (%) - Plan Vs Actual
Persistency:-
15th month Persistency (%) - >82.5 (By Value)
Joint Calls /Effective Management of Process:-
Unit -Joint Calls: Plan Vs Actual
Effective Management of People & Customer:
Retain talent 70%, G2M2 retention >85%, Annual Engagement Score and improvement over last year
|
Key Responsibility Areas: |
- Relationship Management with the CBG Circle Head, CSM ,Centre Heads, SRMs & RMs. Drive the sales through SME Segment .
- Overseeing complete CBG business operations for City/State, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment.
Responsible for assigning the targets and organizing joint monthly PRP with the DRs. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined circle(s) and building a progressive partnership with the bank - Periodic and Daily updates in alignment with CBG Team, ensuring meet business Plan, drive the relationship managers, ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis.
- Driving the People agenda by leading the team and ensuring higher engagement of the key talents of the City/State, ensuring minimum compliance issues and retain talents.
- Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel
Business Insurance (%) - Plan Vs Actual
Persistency:-
15th month Persistency (%) - >82.5 (By Value)
Joint Calls /Effective Management of Process:-
Unit -Joint Calls: Plan Vs Actual
Effective Management of People & Customer:
Retain talent 70%, G2M2 retention >85%, Annual Engagement Score and improvement over last year